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searching for ai

Seeking AI In financial services

Seeking AI In financial services Seeking AI In financial services

Searching For AI Content Overview

The AI Case Study Archive

The AI Case Studies At The Heart of Everything

Currently there are over 250 case studies in the SFAI Archive.  


The Live Artificial Intelligence Case Study Archive is at the heart of the Searching For AI efforts.  The Archive documents financial institutions live with artificial intelligence applications.  The AI feature MUST be live and in production.  


Each day, week and month, the SFAI research team scowers the world, Searching For AI.  Primary research is conducted to find financial institutions live with AI.  The Case Studies are based on direct interviews with financial instituions and technology vendors plus reviewing hundreds of AI-related news items daily.


Once found, a case study is put in to the archive based on an “AI-Classification” system, allowing all case studies to be reviewed and reported on in an ordely and insightful fashion.  The classification system includes information such as the type of FI, AI tech used to implement, global region and country, FI department utlizing the tech and a host of additional information, 15 elements in all.


Case Studies are sought from all corners of the world and in various financial service sub-segments including banking, payments, insurance, lending, wealth management and brokerage.


All subsequent SFAI content is based on the AI Case Study Archive.


AI Bankers Bakeoff Newsfeed

The AI Bankers Bakeoff Newsfeed is a newsletter containing quick-to-absorb FI case study summaries.  Each Newsfeed includes 8-10 individual case studies on live FI’s and comes out twice a week.  Each one-page overview within the Newsfeed summarizes the AI app rolled out and includes info on the tech vendor behind the scenes.

See a Sample Bakeoff Newsfeed

AI Customer Tales

AI Customer Tales are extended case studies on how FI’s are putting AI in production.  Based on more extensive interviews with the financial institution and the technology vendor, the Customer Tales format allows for more detailed analysis of how the FI is using the AI app.  Customer Tales make great content for informing the world about how AI really works.

Read The Tale

SFAI Week In Review

The Week In Review is a weekly blog summarizing interesting data from the previous weeks AI Case Studies.  The Week In Review is full of data and statistics and gives a high-level overview of the comings and goings of AI in financial services. 


The Week In Review includes an accompanying weekly Videocast.  An AI-generated Avatar reads the key news stories of the week, a great way to live the AI life and put GenAI to use.

Review A Review

The Fintagonist AI Commentary

The Fintagonist, not pro or an…. But Fin!  The Fintagonist is a weekly commentary about AI in financial services.  Commentary at a higher level, focused on how the FS industry is being impacted by the new technology.  The Fintagonist takes on the big issues, sometimes ignored or overlooked by mainstream media.  A contrarians view on AI in financial services.  The column is penned by long time Fintecher Robb Gaynor. 

See A Commentary

Case Study Archive Research Reports

SFAI publishes a detailed Case Study Research Report twice a year, in April and September.  The report summarizes details on all recent FI case studies and includes:


·  The detailed AI Case Study summaries

·  An inventory of the AI features in production

·  A listing of all financial institutions live with AI 

·  Detailed profiles on the tech vendors behind the solutions


The semi-annual Report includes a detailed statistical analysis of the AI Case Studies based on the AI classification system.  The statistical analysis includes data crossed reference by:

·  Country and region

·  AI feature type

·  AI tech used

·  Type of financial institution

·  Department using the AI

·  Customer facing vs employee facing

Case Study Archive - Custom Research Reports

SFAI can customize a research report based on the Case Study archives.  Custom reports can be helpful in homing in on a particular AI feature or possibly to support a vendor competitive analysis project.  Custom research can also include new primary research completed by the SFAI team.

The Bankadelic AI Bankers Bakeoff VideoCast

The Bankadelic AI Bankers Bakeoff  VideoCast is an extended case study on financial institutions who are live with AI.  


The Videocast features a live demo of the AI application and an interview with the financial institution.  


The focus is the FI and how they are using AI.  The VideoCast can also be used as a “listen-only” Podcast.


The VideoCast is produced as part of the Bankadelic Podcast series, an established Podcast show with a focus on financial services.



Searching For AI Vendor Showcase Podcast

The SFAI Vendor Showcase Podcast is a profile on the technology vendor behind the AI application.  The Podcast features a more thorough review of the company and their AI tech platform.  Live FI’s are emphasized and given priority along with telling the tale of the vendors mission and vision.


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